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Foord International Feeder Fund

Available to invest in via the Prescient Foord International Feeder Fund

For conservative, absolute return-oriented investors in global markets

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INVESTMENT OBJECTIVE

The fund aims to achieve meaningful inflation-beating US$ returns over rolling five-year periods from a conservatively managed portfolio of global investments reflecting Foord's prevailing best investment view.

FOR SOUTH AFRICAN INVESTORS

•    With a moderate risk profile
•    Requiring diversification through investments not available in South Africa
•    Seeking to hedge rand depreciation.

FUND MANAGERS

Dave Foord

Founder and Portfolio Manager

Brian Arcese

Portfolio Manager and Equity Analyst

Performance

Returns
YearFund Return %Benchmark Return %SA Inflation %
2006 (from 01/Mar)23.628.45.0
20078.24.68.9
200810.5-19.09.5
2009-6.5-1.46.3
2010-1.5-1.63.5
201119.015.96.1
201215.622.35.7
201340.957.75.4
20149.516.35.3
201536.633.35.2
2016-12.0-3.96.8
20173.610.94.7
20184.46.44.5
201914.525.34.0
202011.422.33.1
202111.332.75.9
20228.6-12.17.2
20234.234.15.1
2024 (to 30/Nov)-0.520.32.9

Characteristics
Benchmark

To achieve meaningful US inflation-beating ZAR equivalent returns over a full investment cycle.

Time horizon

Longer than three years.

Inception date

1 March 2006

Minimum investment

R50 000 lump sum or R1 000 per month

Significant restrictions

The portfolio may only invest in cash and one other collective investment scheme.

Income distributions

The Foord International Fund, in which the fund invests, does not distribute its income.

Income characteristics

Marginal to zero income yield as the Foord International Fund is a roll-up fund and does not distribute its income.

Portfolio orientation

Fully invested in the Foord International Fund, sub-fund of Foord SICAV, domiciled in Luxembourg.

Risk of loss

Currency volatility means risk of loss in the short term is high. In general, the risk of loss is lower than that of the average foreign equity fund.

Top 10
Security descriptionAsset class MarketPortfolio weight %
SSE PLCEquityGB 6.0
ETFS Physical GoldCommodityGB 5.5
Wheaton Precious Metals CorpEquityUS 4.8
Freeport-McMoran IncEquityUS 4.1
Air ProductsEquityUS 4.1
AlibabaEquityHK 3.2
FMC CorpEquityUS 3.1
Wharf Real Estate InvestmentPropertyHK 3.0
NestleEquityCH 3.0
JD.ComEquityHK 2.6
Fees

The standard charge rate is a fixed fee of 0.35% plus VAT. A 1.00% annual fee is levied in the Foord International Fund.

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Document Downloads

Performance Data History Price History Data Foord International Feeder Fund - Fact Sheet - November 2024 Foord International Fund - Investment Report Q3 2024

Insights

10 Dec 2024

MARKETS IN A NUTSHELL — FOR NOVEMBER 2024

November saw a strong US stock market rally following Trump's victory in the 2024 election, with the S&P 500 up 5.7% and the Dow Jones climbing over 7%. But what's behind the market's optimism? Investment…

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05 Dec 2024

MARKETS IN A NUTSHELL — FOR NOVEMBER 2024

The GOP clean sweep of the US elections and the ensuing Trump Trade dominated global markets in November. US stock markets rallied to their best monthly performance this year on the conclusive elections result.…

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